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Financial advisor Jobs in Niagara Falls, ON

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Financial advisor • niagara falls on

Last updated: 3 days ago
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifeSt Catharines, Ontario
Full-time
Req#JR00034650 FC16 Greater Niagara.Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their c...Show moreLast updated: 30+ days ago
  • Promoted
Developing Investment Advisor

Developing Investment Advisor

TD SecuritiesSt. Catharines, Niagara Region, CA
Full-time
Developing Investment Advisor – TD Securities.Pay : $50,000 - $100,000 CAD per year.This role is eligible for commission‑based earnings. TD is committed to fair and equitable compensation opportuniti...Show moreLast updated: 20 days ago
  • Promoted
Life & Financial Advisor

Life & Financial Advisor

Billyard InsuranceWelland, Niagara Region, CA
Full-time
Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasti...Show moreLast updated: 24 days ago
  • Promoted
Hybrid Financial Services Advisor - Member Growth

Hybrid Financial Services Advisor - Member Growth

Meridian Credit Union LtdSt. Catharines, Niagara Region, CA
Full-time
A Canadian financial institution is seeking a Financial Services Associate in St.In this hybrid role, you will understand Members' financial needs, manage portfolios, and provide tailored solutions...Show moreLast updated: 3 days ago
  • Promoted
Personal Finance Advisor

Personal Finance Advisor

DesjardinsSt. Catharines, Niagara Region, CA
Full-time
Be among the first 25 applicants.The work mode arrangement for the position is full-time on site.As a personal finance advisor, develop and maintain lasting and trusting business relationships with...Show moreLast updated: 24 days ago
  • Promoted
Experienced Personal Insurance Advisor

Experienced Personal Insurance Advisor

Brokerlink Inc.Niagara Falls, Niagara Region, CA
Full-time +1
Personal and Commercial Insurance.Being a part of BrokerLink, means you live our values : to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and al...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor - St. Catharines Main Branch

Financial Advisor - St. Catharines Main Branch

ScotiabankSt. Catharines, Niagara Region, CA
Full-time
Select how often (in days) to receive an alert : .Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. At Scotiabank we help employees build their fut...Show moreLast updated: 11 days ago
  • Promoted
Financial Analyst

Financial Analyst

TalentSphere Staffing SolutionsSt. Catharines, Niagara Region, CA
Full-time
Our client is a leader in niche technology space, providing cutting‑edge solutions for specific commercial, government and scientific industries. It supports the organisation’s financial operations,...Show moreLast updated: 12 days ago
  • Promoted
Financial Services Manager

Financial Services Manager

Ed Learn FordSaint Catharines, ON, Canada
Full-time
We are ambitious, innovative and forward-thinking and we strongly believe that our people are our greatest asset.As lifelong students of our craft, we pursue improvement at every turn.We do not set...Show moreLast updated: 30+ days ago
  • Promoted
Personal Finance Advisor

Personal Finance Advisor

Desjardins GroupWelland, Niagara Region, CA
Full-time
The work mode arrangement for the position is full-time on site.As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with mem...Show moreLast updated: 30+ days ago
Client Advisor

Client Advisor

0000050007 Royal Bank of Canada344 GLENDALE AVE : ST. CATHARINES
Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.You will champion the RBC brand and drive business by supporting new client acquisi...Show moreLast updated: 30+ days ago
  • Promoted
Member Lending & Financial Solutions Advisor

Member Lending & Financial Solutions Advisor

PenFinancial Credit UnionWelland, Niagara Region, CA
Full-time
A community-focused financial institution in Welland is seeking a full-time member service representative to provide exceptional service and sound lending decisions. The role involves individualized...Show moreLast updated: 22 days ago
  • Promoted
Client Advisor

Client Advisor

RBCSt. Catharines, Niagara Region, CA
Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.You will champion the RBC brand and drive business by supporting new client acquisi...Show moreLast updated: 23 days ago
  • Promoted
Senior Case Costing & MIS Analytics Lead

Senior Case Costing & MIS Analytics Lead

Niagara HealthSt. Catharines, Niagara Region, CA
Full-time
A leading healthcare provider in the Niagara Region is hiring a Senior Case Costing Performance Advisor.This full-time position requires strong analytical skills in Finance and Statistics, focusing...Show moreLast updated: 8 days ago
Client Advisor

Client Advisor

Royal Bank of Canada>WELLAND, Canada
Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.You will champion the RBC brand and drive business by supporting new client acquisi...Show moreLast updated: 30+ days ago
  • Promoted
CA Financial Advisor

CA Financial Advisor

FairygodbossSt. Catharines, Niagara Region, CA
Full-time
We are growing our network of financial advisors across Canada.Move your existing practice or begin a new career as a financial advisor with proven support, flexibility and unlimited earning potent...Show moreLast updated: 30+ days ago
  • Promoted
Life & Financial Advisor

Life & Financial Advisor

Billyard Insurance Group Inc.Welland, Niagara Region, CA
Full-time
Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, Think BIG by exceeding expectations and creating lasting ...Show moreLast updated: 17 days ago
  • Promoted
Hybrid Financial Services Advisor – Member Solutions

Hybrid Financial Services Advisor – Member Solutions

Meridian Credit UnionSt. Catharines, Niagara Region, CA
Full-time
A credit union located in the Niagara Region is seeking a Financial Services Associate for a full-time hybrid role.Responsibilities include understanding financial needs, providing proactive invest...Show moreLast updated: 3 days ago
  • Promoted
Developing Investment Advisor

Developing Investment Advisor

TD BankSt. Catharines, Niagara Region, CA
Full-time
Developing Investment Advisor page is loaded## Developing Investment Advisorremote type : On Sitelocations : St.Catharines, Ontario : Kitchener, Ontariotime type : Full timeposted on : Posted ...Show moreLast updated: 22 days ago
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SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifeSt Catharines, Ontario
30+ days ago
Job type
  • Full-time
Job description

Job Description

Req#JR00034650 FC16 Greater Niagara

SUN LIFE FINANCIAL ADVISOR

Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.

People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person.

  • Are you someone who loves talking to people and comfortable providing advice?
  • Are you disciplined and motivated?
  • Do you value your independence?
  • Do you love learning and developing new skills?

If this sounds like you, let’s talk!

What’s in it for you?

  • Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
  • “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career.
  • A purpose-driven career helping people in your community become more financially secure.
  • The independence and flexibility to build your work around the important things in your life.
  • Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.
  • A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.
  • Leading-edge technology so you can do business easily anytime, anywhere.
  • A culture that celebrates excellence and inclusivity.
  • What does a financial advisor do?

    Here are some of the more common activities performed by successful financial advisors :

  • Prepare and execute strategies to attract and connect with new Clients.
  • Conduct meetings with prospective and existing Clients.
  • Review their current financial state and gather information about their future goals.
  • Build a financial roadmap to help them achieve these goals.
  • Recommend and implement suitable insurance and investment products that align with this financial roadmap.
  • Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)
  • On-going training and professional development to remain current with industry changes.
  • Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).
  • Stay connected within their community through ongoing networking activities, marketing, and referrals.
  • The person we are looking for :

  • Has a history of achievement (professional, academic, athletics, etc.).
  • Enjoys engaging, developing, and maintaining relationships with people.
  • Is disciplined and self-motivated.
  • Is goal-oriented with a strong work ethic.
  • Is a continuous learner with a deep interest in helping others.
  • Has excellent communication skills.
  • Has a College / University degree and some professional experience.
  • Assets (optional) :

  • Demonstrated ability to motivate others to action.
  • Business development skills.
  • LLQP and / or Mutual Fund license or course / exam completion.
  • Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.